Data Management
Data management helps you organize, track, and maintain all your information within the platform, ensuring accuracy, efficiency, and easy access when you need it.
41 articles
- Data Management: Company - How to Add Custom FieldCustom fields allow you to store additional company information that isn’t included in the default system fields. Follow the steps below to add a custom field to a Company record.
- Data Management: Company - Custom FieldsCustom Fields for Companies allow you to store additional information about each company in your CRM beyond the default system fields. This helps your team track relevant data such as…
- Data Management: Company - Default FieldsDefault fields in the Company section are system-generated fields that come standard in your CRM. These fields cannot be deleted and are essential for tracking, managing, and organizing company information…
- Data Management: Company - System FieldsSystem Fields in the Company section are built-in fields that are automatically created and maintained by the CRM. These fields are essential for managing company records and tracking activities, and…
- Data Management: How to Reorder Company Custom FieldsReordering custom fields allows you to organize Company records in a way that best fits your workflow and priorities.
- Data Management: How to Search Company FieldsSearching Company fields allows you to quickly locate specific default or custom fields within your account, especially if you have a large number of fields created.
- Data Management: Deals - Custom FieldsCustom fields for deals in Intercom allow you to store additional information about your deals that isn’t included in the default system fields. They help your team track deal-specific details,…
- Data Management: Deals - Default FieldsDefault fields for deals are the prebuilt, system-provided fields available for every deal. These fields store core information about deals and are essential for tracking, reporting, and managing your sales…
- Data Management: Deals - How to Add Custom FieldCustom Fields allow you to store additional information in your Deals beyond the default system fields. This helps you track specific data such as contract type, lead source, priority level,…
- Data Management: Deals - System FieldsSystem Fields in Deals are default fields built into the CRM. These fields are automatically created and cannot be deleted because they are essential for tracking and managing your sales…
- Data Management: How to Reorder Deals Custom FieldsReordering your Deal Custom Fields allows you to control how information appears inside each deal record. This helps your team view the most important details first.
- Data Management: How to Search Deals FieldsSearching Deal Fields allows you to quickly find specific information within your deals. This feature helps you locate deals based on field values such as deal name, owner, stage, custom…
- Data Management: How to Add Person- Custom FieldCustom fields let you store additional information about a person or company that isn’t included in the default system fields. In Intercom, adding custom fields helps you organize, segment, and…
- Data Management: How to Reorder Person Custom FieldsReordering custom fields in Intercom allows you to organize the information in a contact or company profile so that the most important fields appear first. This improves accessibility and efficiency…
- Data Management: How to Search Person FieldsSearching person fields allows you to quickly locate specific contacts based on default, system, or custom field information. This makes it easier to filter, segment, and manage your contact database…
- Data Management: Person - Custom FieldsCustom fields allow you to store additional information about a person (contact) that is not included in the default fields. This helps you organize, filter, and segment your contacts more…
- Data Management: Person - Default FieldsDefault fields are the standard contact properties automatically available for every person in Intercom. They include essential information required for managing, segmenting, and communicating with contacts.
- Data Management: Person - System FieldsSystem Fields are the core, built-in fields automatically provided for every person. These fields store essential information that the platform uses for contact management, segmentation, reporting, and automation.
- Data Management: How to Reorder Projects Custom FieldsReordering custom fields in Projects helps you organize the layout of your project records, making important information easier to access.
- Data Management: How to Search Projects FieldsSearching fields in Projects allows you to quickly locate specific information within your project records, including both default and custom fields.
- Data Management: Projects - Custom FieldsCustom fields in Projects allow you to store additional information that is not included in the default system fields. This helps you tailor your workspace to match your specific business…
- Data Management: Projects - Default FieldsDefault fields in Projects are system-generated fields that automatically come with every Project record. These fields help track essential information and ensure consistency across your workspace.
- Data Management: Projects - How to Add Custom FieldCustom fields in Projects allow you to capture additional information that is not included in the default system fields. This helps you customize your project records based on your business…
- Data Management: Projects - System FieldsSystem Fields in Projects are automatically generated and maintained by the system. These fields track essential activity, ownership, and record history, and they cannot be deleted or manually modified.
- Data Management: Data Deduplication - How Merging WorksWhen duplicate Contacts or Companies are detected, the system allows you to merge records into a single, clean entry to avoid data duplication and reporting inconsistencies.
- Data Management: Data Deduplication - How to Merge ClusterMerging a cluster allows you to combine duplicate records into a single master record. This helps keep your database clean by removing repeated entries while preserving important data.
- Data Management: Data Deduplication - How to Refresh the DuplicatesRefreshing duplicates allows the system to re-scan your data and detect new duplicate records based on the current deduplication settings (such as the similarity threshold and selected fields).
- Data Management: How to Check Transfer HistoryTransferring data allows you to move ownership of records from one user to another. This is useful when responsibilities change, such as when a team member leaves the company or…
- Data Management: How to Refresh Data Transfer HistoryRefreshing the Data Transfer History allows you to update the list of previously completed data transfers. This ensures that the latest transfer activities are displayed and helps you verify whether…
- Data Management: How to Search History of ImportsThe Import History section allows you to view and review all previous data imports. This helps you track when data was imported, check the status of an import, and review…
- Data Management: How to Start New ImportStarting a new import allows you to add multiple records into the system at once using a file, such as a CSV. This feature helps you quickly upload data like…
- Data Management: How to Refresh - DocumentsRefreshing the Documents section allows you to update the list of files and ensure you are seeing the most recent changes. This is useful when new documents have been uploaded,…
- Data Management: How to See Pending Invites - DocumentsThe Pending Invites section allows you to view document-sharing invitations that have been sent to you but have not yet been accepted. This helps you keep track of documents that…
- Data Management: How to See Shared To Me DocumentsThe Shared to Me section allows you to quickly access documents that other users in your workspace have shared with you. This makes it easier to collaborate and review files…
- Data Management: How to Upload DocumentsUploading documents allows you to store and manage files within the system. These documents can be used for reference, record keeping, or sharing important information related to your data.
- Data Management: Import Data of ActivitiesImport activities in bulk to keep your records accurate and your team aligned. Follow the guide below to successfully upload activity data into your system.
- Data Management: Import Data of CompaniesImporting company data allows you to quickly add multiple companies to your system, streamlining data management and reducing manual entry errors. You can import from CSV, Excel, or other supported…
- Data Management: Import Data of ContactsImporting contact data allows you to quickly add multiple contacts to your system, saving time and ensuring accuracy. You can import contacts from CSV, Excel, or other supported file formats
- Data Management: Import Data of DealsImporting deal data allows you to quickly add multiple deals to your system, streamlining sales management and reducing manual data entry. You can import deals from CSV, Excel, or other…
- Data Management: Import Data of NotesImporting notes allows you to quickly add multiple notes to your system, keeping your records organized and ensuring important information is captured. Notes can be linked to contacts, companies, deals,…
- Data Management: Import Data of TasksEasily import your tasks in bulk to keep your workflow organized and up to date. Follow the steps below to successfully import task data into your system.